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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $41,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,970 | $50,860-37.1% | $155,574-79.5% | $77,714-58.9% |
| Participation rate | 89.3% | 63.1%+26.2pp | 78.2%+11.1pp | 70.6%+18.7pp |
| Annual return | 14.37% | 34.86%-20.5pp | 64.87%-50.5pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,371 | $1,991-31.1% | $4,676-70.7% | $2,727-49.7% |
| Participant deferral / active EE | $4,110 | $2,825+45.5% | $5,629-27.0% | $4,649-11.6% |
| Admin fee / account holder | $156 | $436-64.3% | $15,914-99.0% | $433-64.0% |